RBC Wealth Management
Enjoy a dedicated, customized wealth management experience, complete with personal attention.
Dedicated banking services
RBC Private Banking provides comprehensive strategies to meet your unique wealth management needs.
Generations of high-net-worth Canadian families have benefited from our preferred client care and exclusive privileges. Our commitment is to partner with you through all stages of your financial life and to help you achieve the goals you have for yourself, your family and your future.
The RBC Private Banking difference lies in the extensive integration of our capabilities. As part of RBC Wealth Management, our tailored services and broad team of professionals provide you with local and global financial guidance and expertise.
Is private banking right for you?
As our client, you have the opportunity to build a trusted relationship with your own private banker. This experienced individual will lead a dedicated team of professionals in the ongoing management of all your financial affairs.
Working with you and RBC professionals, your private banker will create and implement a comprehensive wealth plan that provides sophisticated solutions to address your needs today and in the future.
Our client profile
RBC Private Banking clients are typically business owners, entrepreneurs, wealthy families, corporate executives or other professionals with a minimum of $1 million in investable assets or an overall net worth of $3 million.
RBC Private Banking solutions
Our private banking teams work one-on-one with each client, drawing upon the full resources of RBC. This allows us to create sophisticated banking and high-end credit solutions for individuals and families with multiple income streams that require an integrated approach.
Banking and borrowing
Banking and cash management
Take care of your daily banking with dedicated services and exclusive privileges that you and your family can enjoy.
Credit and lending
Access the additional capital you or your business needs to take advantage of new opportunities and help build your wealth.
Cross-border banking
Make banking in the U.S. as seamless as possible—whether for online purchases, travel needs or business expenses—with our U.S.-based solutions.
Wealth planning
Financial planning
A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.
Estate planning
From yesterday to today to tomorrow, your wealth tells a personal story. We’ll help you align your plans with your wishes and the legacy you envision.
Tax planning
Make the most of your wealth with strategies that can help you protect your assets and address your individual or family tax situation.
Charitable giving
Support the organizations and causes that matter to you by incorporating a charitable giving strategy into your overall wealth plan.
Financial literacy
Everyone can benefit from developing their financial literacy skills. Set all family members up for success with our financial education tools and resources.
Funding education
Help your loved ones put their best foot forward with strategies that focus on education savings. We’ve done the homework for you.
Retirement income planning
Enjoy the retirement you’ve envisioned with sound strategies tailored to your individual priorities and goals.
Legacy planning
Create an enduring family legacy, simplify your estate and pass down your wealth and values with personalized planning.
Benefit from a strong financial partner
Let RBC Private Banking help you navigate your financial future.
It all starts withyou
We understand keeping track of “the big picture” can be hard when you’re leading an active life. That’s why your private banker takes the time to get to know you, your family, your needs and your ambitions. With that information, they can analyze your unique situation to create a customized plan.
The RBC Private Banking model provides you with a private banker who’s backed by a manager, credit structures and a support team consisting of an advisor and associates. Each member of your team understands your complete financial picture and works with you to help achieve your goals.
Our comprehensive approach
As your primary point of contact, your private banker will draw upon the extended support of a diverse group of RBC professionals, including the specialized services of an investment advisor or a planning specialist.
Diagram: How our approach brings everything together
Global insight and experience
Your private banker can also draw upon the resources and expertise of our global wealth management team to provide you with an innovative range of products and services.
Our leadership
Together, we focus on building a culture where our clients thrive and our communities prosper.
Kim Mason
Executive Vice President and Head, Private Banking
Canada
Jennifer Muir
National Head, RBC Private Banking Premier
Canada
Todd Shewfelt
Regional Vice President, RBC Private Banking
British Columbia
Laurie Goodfellow
Regional Vice President, RBC Private Banking
Prairie Region
Peter Dimmell
Regional Vice President, RBC Private Banking
Manitoba, Saskatchewan, and Northwestern Ontario
Dion Farentino
Regional Vice President, RBC Private Banking
Ontario North and East
Peter Guth
Regional Vice President, RBC Private Banking
Southwestern Ontario
Christina Dorey-Gray
Regional Vice President, RBC Private Banking
Greater Toronto Region
Alan Desnoyers
Regional Vice President, RBC Private Banking
Quebec Region and Eastern Canada
Liza MacDonald
Regional Vice President, RBC Private Banking, Atlantic Region
